Advisor Notifications

Update: Important Dates for Client Tax Slips

Written by Notification Update | Feb 15, 2023 2:00:00 PM

Please be advised of the important dates for Client Tax Slips below. Tax slips are made available through the client's online access portal.

Non-Registered Account Slips:

Registered Account Slips:

* Tax Slips for RDSPs are produced manually and will be mailed out to clients on this date. They will not be available through Online Access.

** Estate Slips are produced internally and mailed out to clients. They are not available through Online Access.